FINANCIAL & COMPLIANCE
Education & Training Services

Spiens offers a wide range of training options to bring new employees up to speed, refresh current employees, and keep you informed of reporting changes that are driven by NAIC decisions. CPE credits are available.

“Ms. Woodroof is an excellent instructor, very knowledgeable and easy to understand. Ms. Cork was great too. The webinar was excellent.” – Ydania Concepcion, Statutory Controller, Federated National

Web-based Courses

Participate in our live online training from the convenience of your desk or conference room. We encourage active Q&A between attendees and students. To connect, all you need is a telephone and a PC with an internet connection.

2019 Classes

Sapiens StatementPro Software Update (November 19)

DATE: November 19TIME: 1:00 PM – 2:30 PM Central Time

This is a group internet-based training event. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course designed to provide users with news about new Sapiens StatementPro software features, product support tools, and general software information. See the latest Sapiens StatementPro enhancements as well as tips and tricks for preparing the statement within the Sapiens software.

Agenda

Annual Statement Client Services & Support
We will describe the full range of Annual Statement support resources available to you. You will learn the most efficient way to access customer service, and how to subscribe to email notifications for State Checklist Direct and our NAIC Focus newsletter.

Software Enhancements
An overview of the latest software enhancements will be provided. You will learn the benefits of the new enhancements and how they will help you complete the filings more efficiently.

Tips and Tricks
You will learn about features that simplify your statement preparation, and new ways to streamline the process. These tips and tricks shave time and effort off your quarterly and annual filings. You will understand how the features discussed can help in your workflow.

Sapiens StatementPro Software Update (November 21)

This is a group internet-based training event. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course designed to provide users with news about new Sapiens StatementPro software features, product support tools, and general software information. See the latest Sapiens StatementPro enhancements as well as tips and tricks for preparing the statement within the Sapiens software.

Agenda

Annual Statement Client Services & Support
We will describe the full range of Annual Statement support resources available to you. You will learn the most efficient way to access customer service, and how to subscribe to email notifications for State Checklist Direct and our NAIC Focus newsletter.

Software Enhancements
An overview of the latest software enhancements will be provided. You will learn the benefits of the new enhancements and how they will help you complete the filings more efficiently.

Tips and Tricks
You will learn about features that simplify your statement preparation, and new ways to streamline the process. These tips and tricks shave time and effort off your quarterly and annual filings. You will understand how the features discussed can help in your workflow.

NAIC Update & P&C/Title Blank Changes (December 3)

Date: December 3Time: 1:00 PM-3:30 PM Central Time

This is a group internet-based training event. Separate sessions are offered for LAH, Property & Casualty and Health insurers. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course designed to provide participants with the most recent accounting and reporting information regarding changes adopted by the National Association of Insurance Commissioners (NAIC) for year-end 2019 reporting.

Agenda

Annual Statement Reporting

Risk-Based Capital

Accounting Update

Year-end Pending Issues

On-going NAIC Activities

Intended Audience
Personnel responsible for filing statutory statements and associated reports. No advanced preparation is required. A basic understanding of statutory accounting and reporting is helpful, but not required. Advance Preparation: None.

Estimated CPE Credit

3 credit hours
Field of Study: Specialized Knowledge

Tuition

$375

If combined with Sapiens StatementPro Software Update, total fee: $450

NAIC Update & Health Blank Changes (December 4)

Date: December 4Time: 1:00 PM-3:30 PM Central Time

This is a group internet-based training event. Separate sessions are offered for LAH, Property & Casualty and Health insurers. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course designed to provide participants with the most recent accounting and reporting information regarding changes adopted by the National Association of Insurance Commissioners (NAIC) for year-end 2019 reporting.

Agenda

Annual Statement Reporting

Risk-Based Capital

Accounting Update

Year-end Pending Issues

On-going NAIC Activities

Intended Audience
Personnel responsible for filing statutory statements and associated reports. No advanced preparation is required. A basic understanding of statutory accounting and reporting is helpful, but not required. Advance Preparation: None.

Estimated CPE Credit

3 credit hours
Field of Study: Specialized Knowledge

Tuition

$375

If combined with Sapiens StatementPro Software Update, total fee: $450

NAIC Update & Life/Fraternal Blank Changes (December 5)

Date: December 5Time: 1:00 PM-3:30 PM Central Time

This is a group internet-based training event. Separate sessions are offered for LAH, Property & Casualty and Health insurers. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course designed to provide participants with the most recent accounting and reporting information regarding changes adopted by the National Association of Insurance Commissioners (NAIC) for year-end 2019 reporting.

Agenda

Annual Statement Reporting

Risk-Based Capital

Accounting Update

Year-end Pending Issues

On-going NAIC Activities

Intended Audience
Personnel responsible for filing statutory statements and associated reports. No advanced preparation is required. A basic understanding of statutory accounting and reporting is helpful, but not required. Advance Preparation: None.

Estimated CPE Credit

3 credit hours
Field of Study: Specialized Knowledge

Tuition

$375

If combined with Sapiens StatementPro Software Update, total fee: $450

Sapiens FinancialPro 1099 Processing (December 11)

Date: December 11Time: 1:00 PM-2:30 PM Central Time

This is a group internet-based training event. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course to learn to develop or enhance a working knowledge of generating 1099 data for export using Sapiens FinancialPro.

Agenda

Explain the process of setting up and preparing Federal Reporting information using Export functionality in the Sapiens FinancialPro Accounts Payable module.

Step-by-step instructions on how to set up vendors as 1099 vendors and create the 1099 business rules for data export.